Tuesday, July 30, 2019

Peanut Convertible Debentures Big Board (as at July 30, 2019)

https://fineartamerica.com/profiles/felix-choo.html
The old Garneau Theatre. Edmonton, Alberta.  Copyright © 2015 Felix Choo / dingobear photography.  Picture available for licensing at Alamy Images. Photo may not be reproduced without permission. 

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Hello, we're due for another update, and this time a rare Tuesday update at that.  Blame it on summer scheduling; hope you're all doing well as July winds down.  Specifically, this is the 18th update of the Peanut Convertible Debentures Big Board, with data current to July 30, 2019.  For previous versions of the Peanut Big Board, please click here.

Important disclaimers: Like everything else on this website, content here is provided as information and opinions only and not intended to be a provision of investment advice or a recommendation of any investment action in any form. There is no guarantee, warranty, representation, or other assurance whatsoever on any of the information and opinions provided.  Information and opinions reflect our views as of the date provided, but may change without notice.  Investments made in convertible debentures are exposed to the risk of financial losses, and as with all disseminated information concerning investments, it is highly recommended that an individual consult with a qualified investment professional before making any investment decisions.



A Few Words about the Peanut Convertible Debentures Big Board

For those of you new around here, the Peanut Convertible Debentures Big Board is our attempt at providing a larger list of convertible debentures.  The Peanut Big Board contains some of the same information you'll find in our popular Peanut Convertible Debentures Power Rankings, and this version covers 57 different convertible debenture issues.     

Note the Peanut Big Board is not a complete list of all Canadian convertible debentures, nor is it a replacement for the Peanut Power Rankings, which is more detailed and provides notes and a quantitative estimate of the relative value of the convertible debenture issues that are covered over there. We know that the Peanut Big Board isn't a perfect solution to those of you looking for a carbon copy of the list that used to reside on the pages of the Financial Post, but hopefully you will find utility in its publication here nevertheless.

Let's get to it.  For the Peanut Convertible Debentures Big Board, please click on the table below to read it larger.  If you still find it too small to read, please download the PNG file, which then can be zoomed to a size that you prefer.  


Given the amount of time, effort, and resources that go into maintaining this blog and some of the other key features such as the Peanut Power Rankings and the Peanut Convertible Debentures Index™, at this point it's difficult to commit to a regular schedule in updating the Peanut Big Board.  Since we've introduced it, we've updated it approximately weekly except on those weeks in which the Peanut Power Rankings are published.  For now, we will try to update the Peanut Big Board on roughly (emphasis on roughly) that timeframe, but this may change without notice.  Hopefully you find this to be fair; check back regularly for new updates.  
 

Drop Us a Line, Drop Us a Dime

Thank you for reading The Canadian Convertible Debentures Project.  As always, if you have any comments, questions, or feedback about convertible debentures and/or this blog, please leave us a comment at the bottom of the page or email us at convertibledebs@gmail.com. Note it may take us a few days to get back to you depending on our schedules. 

In addition, for media, sponsoring, advertising, and/or financial institution inquiries, please email us at convertibledebs@gmail.com.  We appreciate your interest!

If you enjoy reading this blog and have found it useful and valuable in your own investing in convertible debentures, we'd be humbled if you'd like to make a contribution to support us in our mission of making quality, independent, Canadian convertible debentures content freely available to all investors out there, big or small. We work hard to provide you with good quality information on convertible debentures that may be difficult to source elsewhere.

If you're interested in contributing, please click on the "donate" button below and follow the instructions.  Donations to this blog may be made by credit card or PayPal, and are processed by PayPal as a third-party on a secure platform; we don't ever see or access your credit card number.  We thank you for your continued support - we really appreciate it!


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Sunday, July 21, 2019

Peanut Convertible Debentures Big Board (as at July 19, 2019)

https://fineartamerica.com/profiles/felix-choo.html
The Hokkaido Nippon-Ham Fighters take on the Orix Osaka Buffaloes at the Kyocera Osaka Dome in Nippon Professional Baseball action.  The Osaka Dome was somewhat reminiscent of Olympic Stadium in Montreal, except with a much more futuristic looking roof.  Osaka, Japan.  Copyright © 2018 Felix Choo / dingobear photography.  Picture available for licensing at Alamy Images. Photo may not be reproduced without permission. 

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Hi, hope your summer is going well.  Time for an update.  This is the 17th update of the Peanut Convertible Debentures Big Board, with data current to July 19, 2019.  For previous versions of the Peanut Big Board, please click here.

Important disclaimers: Like everything else on this website, content here is provided as information and opinions only and not intended to be a provision of investment advice or a recommendation of any investment action in any form. There is no guarantee, warranty, representation, or other assurance whatsoever on any of the information and opinions provided.  Information and opinions reflect our views as of the date provided, but may change without notice.  Investments made in convertible debentures are exposed to the risk of financial losses, and as with all disseminated information concerning investments, it is highly recommended that an individual consult with a qualified investment professional before making any investment decisions.



A Few Words about the Peanut Convertible Debentures Big Board

For those of you new around here, the Peanut Convertible Debentures Big Board is our attempt at providing a larger list of convertible debentures.  The Peanut Big Board contains some of the same information you'll find in our popular Peanut Convertible Debentures Power Rankings, and this version covers 58 different convertible debenture issues.     

Note the Peanut Big Board is not a complete list of all Canadian convertible debentures, nor is it a replacement for the Peanut Power Rankings, which is more detailed and provides notes and a quantitative estimate of the relative value of the convertible debenture issues that are covered over there. We know that the Peanut Big Board isn't a perfect solution to those of you looking for a carbon copy of the list that used to reside on the pages of the Financial Post, but hopefully you will find utility in its publication here nevertheless.

Let's get to it.  For the Peanut Convertible Debentures Big Board, please click on the table below to read it larger.  If you still find it too small to read, please download the PNG file, which then can be zoomed to a size that you prefer.  


Given the amount of time, effort, and resources that go into maintaining this blog and some of the other key features such as the Peanut Power Rankings and the Peanut Convertible Debentures Index™, at this point it's difficult to commit to a regular schedule in updating the Peanut Big Board.  Since we've introduced it, we've updated it approximately weekly except on those weeks in which the Peanut Power Rankings are published.  For now, we will try to update the Peanut Big Board on roughly that timeframe, but this may change without notice.  Hopefully you find this to be fair; check back regularly for new updates.  
 

Drop Us a Line, Drop Us a Dime

Thank you for reading The Canadian Convertible Debentures Project.  As always, if you have any comments, questions, or feedback about convertible debentures and/or this blog, please leave us a comment at the bottom of the page or email us at convertibledebs@gmail.com. Note it may take us a few days to get back to you depending on our schedules. 

In addition, for media, sponsoring, advertising, and/or financial institution inquiries, please email us at convertibledebs@gmail.com.  We appreciate your interest!

If you enjoy reading this blog and have found it useful and valuable in your own investing in convertible debentures, we'd be humbled if you'd like to make a contribution to support us in our mission of making quality, independent, Canadian convertible debentures content freely available to all investors out there, big or small. We work hard to provide you with good quality information on convertible debentures that may be difficult to source elsewhere.

If you're interested in contributing, please click on the "donate" button below and follow the instructions.  Donations to this blog may be made by credit card or PayPal, and are processed by PayPal as a third-party on a secure platform; we don't ever see or access your credit card number.  We thank you for your continued support - we really appreciate it!


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Thursday, July 18, 2019

Peanut Convertible Debentures Index™ (June 2019 Review)

https://fineartamerica.com/profiles/felix-choo.html
Beach hut metropolis.  Skanör-Falsterbo, Sweden. Copyright © 2009 Felix Choo / dingobear photography.  Picture available for licensing at Alamy Images. Photo may not be reproduced without permission. 

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We introduced the Peanut Convertible Debentures Index™ back in January, and we like to think of it as the benchmark convertible debentures index in Canada. For more background on the index, please click here

Important disclaimers: Like everything else on this website, content here is provided as information and opinions only and not intended to be a provision of investment advice or a recommendation of any investment action in any form. There is no guarantee, warranty, representation, or other assurance whatsoever on any of the information provided.  Information and opinions reflect our views as of the date provided, but may change without notice.  Investments made in convertible debentures are exposed to the risk of financial losses, and as with all disseminated information concerning investments, it is highly recommended that an individual consult with a qualified investment professional before making any investment decisions.



Peanut Convertible Debentures Index™ (June 2019 Review)

Well, it finally happened.  For the first time since inception, the Peanut Convertible Debentures Index™ posted a monthly loss, but fortunately it's still up 5.93% year-to-date to June 30, 2019.  On the downside, with the disappointing June, the Peanut Convertible Debentures Index™now lags the FTSE TMX Canada Convertible Bond Index™for year-to-date.  We will what the second half of the year brings.  

Please click on the table below to also see how performance for the Peanut Convertible Debentures Index™ compared with two exchange-listed Canadian convertible debenture ETFs, the iShares Convertible Bond Index (ticker: CVD) and the CI First Asset Convertible Bond Index (CXF), as well as the FTSE TMX Canada Universe Bond Index™ and the S&P/TSX Capped Composite Index.  Pro tip: if you still find the table below too small to read after clicking on it, please simply download the PNG file, which then can be zoomed to a size that you prefer.


If you're a regular reader of this blog, you are probably already aware that we update the Peanut Convertible Debentures Index™ levels and daily percentage changes on a frequent basis in the dedicated widget on the right sidebar for desktop users and the Peanut Convertible Debentures Index™ page for both desktop and mobile users.

We will return to do another performance update post in about a month's time.Until then, good luck with your convertible debenture (and other) investing.
 

Drop Us a Line, Drop Us a Dime

Thank you for reading The Canadian Convertible Debentures Project.  As always, if you have any comments, questions, or feedback about convertible debentures and/or this blog, please leave us a comment at the bottom of the page or email us at convertibledebs@gmail.com. Note it may take us a few days to get back to you depending on our schedules. 

In addition, for media, sponsoring, and/or financial institution inquiries, please email us at convertibledebs@gmail.com.  We appreciate your interest!

If you enjoy reading this blog and have found it useful and valuable in your own investing in convertible debentures, we'd be humbled if you'd like to make a contribution to support us in our mission of making quality, independent, Canadian convertible debentures content freely available to all investors out there, big or small.

If you're interested in contributing, please click on the "donate" button below and follow the instructions.  Donations to this blog may be made by credit card or PayPal, and are processed by PayPal as a third-party on a secure platform; we don't ever see or access your credit card number.  We thank you for your continued support - we really appreciate it!


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Sunday, July 7, 2019

Peanut Convertible Debentures Power Rankings (as at July 5, 2019)

https://fineartamerica.com/profiles/felix-choo.html
When dinosaurs attack! Drumheller, Alberta. Copyright © 2016 Felix Choo / dingobear photography.  Picture available for licensing at Alamy Images. Photo may not be reproduced without permission. 

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Hello.  This is the 44th update of the Peanut Power Rankings, which takes into account data current to July 5, 2019.  Thank you for continuing to read and support the Canadian Convertible Debentures Project.    

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At this time, it might be prudent to re-hash some background for the Peanut Power Rankings.  In a nutshell, the rankings are based on two main considerations: (1) a proprietary quantitative model I developed to help myself determine the "fair value" of a particular convertible debenture issue and (2) a qualitative judgment (based solely on my own humble opinion) on the particular issue, issuer, economic environment, interest rates, and other factors.

Ok, let's get to it.  For the Peanut Convertible Debentures Power Rankings, please click on the table below to read it larger.  If you still find it too small to read, please download the PNG file, which then can be zoomed to a size that you prefer.  For those who are looking to obtain a PDF or Excel version, please email us for more information; they can be made available for a small fee. 



For more background information on the Peanut Power Rankings, please see our FAQs by clicking here.

Important!: Like everything else on this website, content here is provided as information and opinions only and not intended to be a provision of investment advice or a recommendation of any investment action in any form. There is no guarantee, warranty, representation, or other assurance whatsoever on any of the information provided.  Information and opinions reflect our views as of the date provided, but may change without notice.  Investments made in convertible debentures are exposed to the risk of financial losses, and as with all disseminated information concerning investments, it is highly recommended that an individual consult with a qualified investment professional before making any investment decisions.



Market Commentary - Super Quick Points (July 5, 2019)
  • It's been a busy summer.  So sorry, this is going to be brief. 
  • In spite of a raft of global trade concerns and the terrible decisions from politicians in DC and elsewhere, the economy is managing to stay afloat on the good graces of suddenly accommodating central bankers in the US, Europe, and Japan.  
  • Will the Fed cut rates in July? The market has pretty much considered this a given and is pricing in as many as two cuts before the end of the year.  This is keeping stocks at near-record highs.
  • But without the sugar-high of easy monetary policy, can risk assets really stand on their own in accordance to fundamentals? 
  • I suppose we will see soon enough as a Q2 earnings start trickling into the picture in the coming weeks. 
  • As you know, I've been nervous for awhile, but the market keeps proving all of us who are nervous wrong.  
  • As per usual, things will be fine until ... they aren't. 
  • I know this isn't exactly deep insight, but these are surreal time we live in.  
  • Stay diversified out there, focus long-term, and emphasize quality.  Good luck in the second half of 2019.  



Drop Us a Line, Drop Us a Dime

Thank you for reading The Canadian Convertible Debentures Project.  As always, if you have any comments, questions, or feedback about convertible debentures and/or this blog, please leave us a comment at the bottom of the page or email us at convertibledebs@gmail.com. Note it may take us a few days to get back to you depending on our schedules. 

In addition, for media, sponsoring, and/or financial institution inquiries, please email us at convertibledebs@gmail.com.  We appreciate your interest!

If you enjoy reading this blog and find it useful and valuable in your own investing in convertible debentures, we'd be humbled if you'd like to make a contribution to support us in our mission of making quality, independent, Canadian convertible debentures content freely available to all investors, big or small, out there.  We thank you for your continued support!


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Monday, July 1, 2019

Peanut Convertible Debentures Big Board (as at June 28, 2019)

https://fineartamerica.com/profiles/felix-choo.html
Illuminated floats and a million(!) people on the streets at the Yoi-yoiyama street party during the Gion Matsuri Festival.  Kyoto, Japan.  Copyright © 2018 Felix Choo / dingobear photography.  Picture available for licensing at Alamy Images. Photo may not be reproduced without permission. 

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Happy Canada Day!  This is the 16th update of the Peanut Convertible Debentures Big Board, with data current to June 28, 2019.  For previous versions of the Peanut Big Board, please click here.

Important disclaimers: Like everything else on this website, content here is provided as information and opinions only and not intended to be a provision of investment advice or a recommendation of any investment action in any form. There is no guarantee, warranty, representation, or other assurance whatsoever on any of the information and opinions provided.  Information and opinions reflect our views as of the date provided, but may change without notice.  Investments made in convertible debentures are exposed to the risk of financial losses, and as with all disseminated information concerning investments, it is highly recommended that an individual consult with a qualified investment professional before making any investment decisions.



A Few Words about the Peanut Convertible Debentures Big Board

For those of you new around here, the Peanut Convertible Debentures Big Board is our attempt at providing a larger list of convertible debentures.  The Peanut Big Board contains some of the same information you'll find in our popular Peanut Convertible Debentures Power Rankings, and this version covers 59 different convertible debenture issues.     

Note the Peanut Big Board is not a complete list of all Canadian convertible debentures, nor is it a replacement for the Peanut Power Rankings, which is more detailed and provides notes and a quantitative estimate of the relative value of the convertible debenture issues that are covered over there. We know that the Peanut Big Board isn't a perfect solution to those of you looking for a carbon copy of the list that used to reside on the pages of the Financial Post, but hopefully you will find utility in its publication here nevertheless.

Let's get to it.  For the Peanut Convertible Debentures Big Board, please click on the table below to read it larger.  If you still find it too small to read, please download the PNG file, which then can be zoomed to a size that you prefer.  


Given the amount of time, effort, and resources that go into maintaining this blog and some of the other key features such as the Peanut Power Rankings and the Peanut Convertible Debentures Index™, at this point it's difficult to commit to a regular schedule in updating the Peanut Big Board.  Since we've introduced it, we've updated it approximately weekly except on those weeks in which the Peanut Power Rankings are published.  For now, we will try to update the Peanut Big Board on roughly that timeframe, but this may change without notice.  Hopefully you find this to be fair; check back regularly for new updates.  
 

Drop Us a Line, Drop Us a Dime

Thank you for reading The Canadian Convertible Debentures Project.  As always, if you have any comments, questions, or feedback about convertible debentures and/or this blog, please leave us a comment at the bottom of the page or email us at convertibledebs@gmail.com. Note it may take us a few days to get back to you depending on our schedules. 

In addition, for media, sponsoring, advertising, and/or financial institution inquiries, please email us at convertibledebs@gmail.com.  We appreciate your interest!

If you enjoy reading this blog and have found it useful and valuable in your own investing in convertible debentures, we'd be humbled if you'd like to make a contribution to support us in our mission of making quality, independent, Canadian convertible debentures content freely available to all investors out there, big or small. We work hard to provide you with good quality information on convertible debentures that may be difficult to source elsewhere.

If you're interested in contributing, please click on the "donate" button below and follow the instructions.  Donations to this blog may be made by credit card or PayPal, and are processed by PayPal as a third-party on a secure platform; we don't ever see or access your credit card number.  We thank you for your continued support - we really appreciate it!


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